Red Door Wealth Management’s ServisFirst Bancshares SFBS Stock Holding History

Red Door Wealth Management’s Portfolio SFBS Stock Details SFBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Sell	12,550 -112	-0.9%	-$8.84K	0.1%	113
2026 Q1	$922K	Sell	12,662 -155	-1%	-$12.3K	0.1%	110
2025 Q4	$920K	Sell	12,817 -672	-5%	-$49.3K	0.1%	107
2025 Q3	$1.09M	Sell	13,489 -375	-3%	-$31.1K	0.12%	96
2025 Q2	$1.07M	Hold	13,864	–	–	0.13%	100
2025 Q1	$1.15M	Hold	13,864	–	–	0.17%	88
2024 Q4	$1.17M	Hold	13,864	–	–	0.18%	82
2024 Q3	$1.12M	Hold	13,864	–	–	0.19%	79
2024 Q2	$876K	Hold	13,864	–	–	0.15%	88
2024 Q1	$920K	Hold	13,864	–	–	0.18%	84
2023 Q4	$924K	Buy	+13,864	New	+$749K	0.2%	77

Other funds holding SFBS

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

TrueWealth Advisors Birmingham, Alabama $444M AUM 21.25% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Watchman Group Plano, Texas $447M AUM 18.59% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Red Door Wealth Management's SFBS Position: Q2 2026 in Review

Red Door Wealth Management reduced its ServisFirst Bancshares (SFBS) stake by 0.88% in Q2 2026, selling an estimated $8.84K and leaving 12,550 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #113.

Red Door Wealth Management first reported a position in SFBS in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.17M in Q4 2024. 91 funds tracked by Wall St. Rank hold SFBS as of Q2 2026.

Red Door Wealth Management held 12,550 shares of ServisFirst Bancshares worth $1.09M as of Q2 2026.
Red Door Wealth Management sold 112 ServisFirst Bancshares shares in Q2 2026, an estimated $8.84K.
ServisFirst Bancshares made up 0.1% of Red Door Wealth Management's portfolio in Q2 2026, its #113 holding.
Red Door Wealth Management first reported a position in ServisFirst Bancshares in Q4 2023 and has held it in 11 quarters since.
Red Door Wealth Management's ServisFirst Bancshares position peaked at $1.17M in Q4 2024.
91 funds tracked by Wall St. Rank held ServisFirst Bancshares as of Q2 2026.

Based on Red Door Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.